Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758B
AUM Growth
+$77.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.49B
2
+$1.3B
3
+$1.1B
4
W icon
Wayfair
W
+$1.05B
5
MSFT icon
Microsoft
MSFT
+$708M

Top Sells

1
+$6.83B
2
+$2.24B
3
+$1.48B
4
ISRG icon
Intuitive Surgical
ISRG
+$1.39B
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.23B

Sector Composition

1 Technology 20.1%
2 Healthcare 9.79%
3 Consumer Discretionary 9.12%
4 Communication Services 9.08%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4626
$1.76M ﹤0.01%
136,787
+117,955
4627
$1.76M ﹤0.01%
43,170
+198
4628
$1.76M ﹤0.01%
38,779
+1,348
4629
$1.75M ﹤0.01%
153,740
-6,925
4630
$1.75M ﹤0.01%
24,885
+10,418
4631
$1.75M ﹤0.01%
59,727
-129,454
4632
$1.75M ﹤0.01%
68,904
+67,342
4633
$1.74M ﹤0.01%
261,086
+156,487
4634
$1.74M ﹤0.01%
32,142
+132
4635
$1.74M ﹤0.01%
4,910
+1,517
4636
$1.74M ﹤0.01%
131,640
-73,363
4637
$1.73M ﹤0.01%
79,131
+1,519
4638
$1.73M ﹤0.01%
115,607
+89,749
4639
$1.73M ﹤0.01%
45,883
+9,974
4640
$1.72M ﹤0.01%
35,394
+20,597
4641
$1.72M ﹤0.01%
127,549
+25,670
4642
$1.72M ﹤0.01%
118,646
-37,328
4643
$1.72M ﹤0.01%
125,744
+23,218
4644
$1.71M ﹤0.01%
+31,146
4645
$1.71M ﹤0.01%
5,047
+4,518
4646
$1.71M ﹤0.01%
29,562
+27,995
4647
$1.71M ﹤0.01%
66,349
+65,964
4648
$1.71M ﹤0.01%
200,524
-6,717
4649
$1.7M ﹤0.01%
125,128
+5,984
4650
$1.7M ﹤0.01%
194,388
-7,987
184 185
186
187 188